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Pinnacle Wealth Planning Services’s CSX Corp CSX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$675K Buy
16,446
+5
+0% +$196 0.07% 161
2025
Q4 		$596K Sell
16,441
-368
-2% -$13.2K 0.06% 178
2025
Q3 		$597K Buy
16,809
+1,229
+8% +$42K 0.07% 175
2025
Q2 		$508K Sell
15,580
-6,789
-30% -$204K 0.07% 195
2025
Q1 		$658K Sell
22,369
-643
-3% -$20.4K 0.1% 125
2024
Q4 		$743K Buy
23,012
+6,787
+42% +$233K 0.11% 106
2024
Q3 		$560K Buy
16,225
+562
+4% +$19.1K 0.08% 171
2024
Q2 		$524K Buy
15,663
+93
+0.6% +$3.16K 0.07% 170
2024
Q1 		$577K Sell
15,570
-177
-1% -$6.46K 0.08% 160
2023
Q4 		$546K Sell
15,747
-17
-0.1% -$542 0.09% 160
2023
Q3 		$485K Buy
15,764
+900
+6% +$28.5K 0.08% 167
2023
Q2 		$507K Buy
14,864
+6,067
+69% +$192K 0.08% 165
2023
Q1 		$263K Buy
8,797
+699
+9% +$21.5K 0.04% 299
2022
Q4 		$251K Sell
8,098
-3,904
-33% -$117K 0.04% 299
2022
Q3 		$319K Buy
12,002
+1,303
+12% +$40.5K 0.06% 220
2022
Q2 		$311K Sell
10,699
-4,730
-31% -$154K 0.06% 238
2022
Q1 		$578K Buy
15,429
+3,480
+29% +$123K 0.11% 148
2021
Q4 		$449K Buy
11,949
+328
+3% +$11.6K 0.09% 172
2021
Q3 		$346K Buy
11,621
+776
+7% +$24.8K 0.08% 217
2021
Q2 		$348K Buy
10,845
+6
+0.1% +$198 0.08% 205
2021
Q1 		$348K Buy
10,839
+798
+8% +$24.4K 0.09% 194
2020
Q4 		$304K Sell
10,041
-612
-6% -$17.6K 0.07% 192
2020
Q3 		$276K Sell
10,653
-111
-1% -$2.74K 0.09% 178
2020
Q2 		$250K Buy
+10,764
New +$238K 0.08% 184
2020
Q1 		– Sell
-10,971
Closed -$264K – 244
2019
Q4 		$264K Buy
+10,971
New +$260K 0.12% 169

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CSX Corp (CSX) stake by 0.03% in Q1 2026, buying an estimated $196 and bringing the position to 16,446 shares worth $675K. The position accounts for 0.07% of the portfolio, ranked #161.

Pinnacle Wealth Planning Services first reported a position in CSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $743K in Q4 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 16,446 shares of CSX Corp worth $675K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 CSX Corp shares in Q1 2026, an estimated $196.
  • CSX Corp made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #161 holding.
  • Pinnacle Wealth Planning Services first reported a position in CSX Corp in Q4 2019 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's CSX Corp position peaked at $743K in Q4 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.